WILLOW PARTNER ADVISORS, LLC

Overview

Willow Partner Advisors, LLC is an independent registered investment adviser organized as a limited liability company that positions itself as a capital allocator for individual and family clients. The firm lists financial planning, portfolio management for individuals and small businesses, and the selection of other advisers among its core advisory activities. Its fee model combines a percentage-of-assets approach with fixed-fee engagements, which aligns with a mix of ongoing portfolio oversight and discrete planning or advisory projects. The firm is registered with the SEC as of 2025 and operates across multiple states. Willow Partner Advisors explicitly identifies itself as a sponsor of limited partnerships (excluding pooled investment vehicles) and as an adviser that employs third-party managers, which points to a manager-of-managers or advisor-of-advisors orientation rather than a pure single-manager model. The firm does not identify as an active ESG investor.

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Location & Offices